layiq

/la·yiq/adjective

worthy; deserving; fitting; suitable.

A role, opportunity, or path that merits attention, time, and pursuit.

LAYIQ - Portfolio Manager - StoneX Wealth Management at StoneX Group

Portfolio Management
Assist in the design, construction, implementation, management, and monitoring of internally managed multi-asset, equity, and fixed-income portfolios
Conduct portfolio analytics, performance attribution, risk analysis, rebalancing reviews, and investment implementation activities
Research securities, funds, ETFs, and other investment vehicles for inclusion in Wealth Solutions portfolios
Monitor portfolio holdings, market developments, and investment exposures to ensure alignment with portfolio objectives
Investment Due Diligence
Conduct research and due diligence on third-party managers and investment strategies across traditional asset classes
Evaluate managers based on investment philosophy, process, personnel, performance, risk management, and operational characteristics
Assist in the evaluation, selection, and monitoring of alternative investment opportunities, including private equity, private credit, real assets, hedge funds, and structured solutions
Maintain manager research files, due diligence reports, and ongoing monitoring materials
High Net Worth Consulting
Partner with advisors serving high-net-worth clients and institutions by developing customized portfolio solutions tailored to client objectives, liquidity needs, tax considerations, risk tolerance, and existing asset holdings
Analyze and recommend tax-aware investment strategies, including asset location, gain management, and concentrated position solutions
Assist advisors with complex investment situations, including concentrated stock positions, legacy holdings, low-cost-basis assets, liquidity events, and other specialized portfolio challenges
Provide enhanced portfolio oversight through ongoing monitoring, asset allocation guidance, manager selection, investment due diligence, and risk management support for larger and more sophisticated client relationships
Additional Responsibilities
Support advisor education and communication efforts
Partner with advisors to evaluate existing and prospective client portfolios and identify opportunities to improve portfolio construction, diversification, risk management, and investment outcomes. Prepare supporting materials as requested
Respond to advisor requests and participate in advisor and manager meetings as requested
Prepare reports, analyses, and meeting materials for internal and external stakeholders
Maintain prompt and regular attendance
Perform additional duties and special projects as assigned

Portfolio Management
Assist in the design, construction, implementation, management, and monitoring of internally managed multi-asset, equity, and fixed-income portfolios
Conduct portfolio analytics, performance attribution, risk analysis, rebalancing reviews, and investment implementation activities
Research securities, funds, ETFs, and other investment vehicles for inclusion in Wealth Solutions portfolios
Monitor portfolio holdings, market developments, and investment exposures to ensure alignment with portfolio objectives
Investment Due Diligence
Conduct research and due diligence on third-party managers and investment strategies across traditional asset classes
Evaluate managers based on investment philosophy, process, personnel, performance, risk management, and operational characteristics
Assist in the evaluation, selection, and monitoring of alternative investment opportunities, including private equity, private credit, real assets, hedge funds, and structured solutions
Maintain manager research files, due diligence reports, and ongoing monitoring materials
High Net Worth Consulting
Partner with advisors serving high-net-worth clients and institutions by developing customized portfolio solutions tailored to client objectives, liquidity needs, tax considerations, risk tolerance, and existing asset holdings
Analyze and recommend tax-aware investment strategies, including asset location, gain management, and concentrated position solutions
Assist advisors with complex investment situations, including concentrated stock positions, legacy holdings, low-cost-basis assets, liquidity events, and other specialized portfolio challenges
Provide enhanced portfolio oversight through ongoing monitoring, asset allocation guidance, manager selection, investment due diligence, and risk management support for larger and more sophisticated client relationships
Additional Responsibilities
Support advisor education and communication efforts
Partner with advisors to evaluate existing and prospective client portfolios and identify opportunities to improve portfolio construction, diversification, risk management, and investment outcomes. Prepare supporting materials as requested
Respond to advisor requests and participate in advisor and manager meetings as requested
Prepare reports, analyses, and meeting materials for internal and external stakeholders
Maintain prompt and regular attendance
Perform additional duties and special projects as assigned

Portfolio Manager - StoneX Wealth Management

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